Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
Manage episode 422176304 series 1454631
Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Tune in to hear:
- How should advisors go about optimizing SEO for their practice and why is it so critical?
- Why do advisors who offer texting as a communication option get 400% more opt-ins?
- Why is email so powerful and how can advisors build out a list that will serve them well?
- Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
- How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
- When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
- What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?
Links
Connect with Us
Compliance Code: 0924-OAS-4/16/2024
342 에피소드
Manage episode 422176304 series 1454631
Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Tune in to hear:
- How should advisors go about optimizing SEO for their practice and why is it so critical?
- Why do advisors who offer texting as a communication option get 400% more opt-ins?
- Why is email so powerful and how can advisors build out a list that will serve them well?
- Emails with video content really outperform, but many people are hesitant to venture into video. What advice would Robert give to these individuals?
- How does Robert recommend that advisors go about segmenting their clients to deliver more tailored content?
- When and how do referrals work best in Robert’s experience? How did Snappy Kraken develop their referral script?
- What are some of the most innovative and effective client events that Robert has seen? Are there any rules of thumb to follow to plan engaging client events?
Links
Connect with Us
Compliance Code: 0924-OAS-4/16/2024
342 에피소드
Semua episod
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